See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,863 | $69,010-68.3% | $159,960-86.3% | $68,494-68.1% |
| Participation rate | 68.8% | 65.4%+3.3pp | 78.0%-9.2pp | 67.9%+0.9pp |
| Annual return | -16.22% | -9.65%-6.6pp | 408.60%-424.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,181 | $2,213-46.6% | $4,226-72.1% | $2,596-54.5% |
| Participant deferral / active EE | $3,954 | $4,212-6.1% | $6,182-36.1% | $4,027-1.8% |
| Admin fee / account holder | $10,485 | $4,798+118.5% | $8,698+20.5% | $5,403+94.1% |